account_balance
Investment manager · 13F filer · SEC CIK 1730467
Lone Peak Global Investors LLC
Reported value$727Mas of Jun 30, 2026
Positions43 3 new, 2 sold out
Top 10 weight41.8%CSCO alone is 5%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CSCOCisco Systems, Inc.
5.2%Added +6%
KDPKeurig Dr Pepper Inc.
4.9%Added +6%
SOLVSolventum Corp
4.6%Added +38%
HSICHenry Schein Inc
4.6%Added +6%
CAHCardinal Health Inc
4.0%Added +6%
UPSUnited Parcel Service Inc
3.9%
OPLNOpenlane, Inc.
3.8%Trimmed −22%
AMZNAmazon.com Inc
3.7%Added +6%
SANMSanmina Corp
3.6%Added +6%
RKTRocket Companies, Inc.
3.6%Added +6%
GPNGlobal Payments Inc
3.3%Added +6%
BDXBecton Dickinson & Co
3.3%
CSCOCisco Systems, Inc.
5.2%+6%
KDPKeurig Dr Pepper Inc.
4.9%
SOLVSolventum Corp
4.6%
HSICHenry Schein Inc
4.6%+6%
CAHCardinal Health Inc
4.0%+6%
UPSUnited Parcel Service Inc
3.9%
OPLNOpenlane, Inc.
3.8%
AMZNAmazon.com Inc
3.7%
SANMSanmina Corp
3.6%
RKTRocket Companies, Inc.
3.6%
GPNGlobal Payments Inc
3.3%
BDXBecton Dickinson & Co
3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CSCO Cisco Systems, Inc. 5.2% Added +6%KDP Keurig Dr Pepper Inc. 4.9% Added +6%SOLV Solventum Corp 4.6% Added +38%HSIC Henry Schein Inc 4.6% Added +6%CAH Cardinal Health Inc 4.0% Added +6%UPS United Parcel Service Inc 3.9% HeldOPLN Openlane, Inc. 3.8% Trimmed −22%AMZN Amazon.com Inc 3.7% Added +6%SANM Sanmina Corp 3.6% Added +6%RKT Rocket Companies, Inc. 3.6% Added +6%GPN Global Payments Inc 3.3% Added +6%BDX Becton Dickinson & Co 3.3% Added +6%
What changed
Biggest moves since Mar 31, 2026
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